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Products and Services

We provide assistance in the following areas:

Managed Accounts

  • Mutual Funds
  • Common Stock
  • Bonds
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA

Financial and Estate Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • Estate Plans
  • Trusts

Insurance

  • Equity Indexed Annuities 
  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Tax Planning (Through Dobbins Financial)

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns